Breakwater Capital Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Buy |
14,119
+1,507
| +12% | +$105K | 0.16% | 132 |
|
|
2025
Q1 | $894K | Buy |
12,612
+3,013
| +31% | +$214K | 0.16% | 129 |
|
|
2024
Q4 | $688K | Buy |
9,599
+1,083
| +13% | +$77.6K | 0.14% | 150 |
|
|
2024
Q3 | $720K | Buy |
8,516
+411
| +5% | +$34.7K | 0.15% | 136 |
|
|
2024
Q2 | $574K | Buy |
8,105
+649
| +9% | +$46K | 0.13% | 152 |
|
|
2024
Q1 | $477K | Sell |
7,456
-727
| -9% | -$46.5K | 0.12% | 161 |
|
|
2023
Q4 | $465K | Buy |
8,183
+908
| +12% | +$51.6K | 0.13% | 146 |
|
|
2023
Q3 | $425K | Buy |
7,275
+4,074
| +127% | +$238K | 0.15% | 133 |
|
|
2023
Q2 | $238K | Buy |
+3,201
| New | +$238K | 0.09% | 184 |
|